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Bruce G. Allen Investments’s Xcel Energy XEL Stock Holding History

Bruce G. Allen Investments’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.6K Buy
630
+25
+4% +$2K 0.03% 270
2026
Q1 		$48.1K Buy
605
+55
+10% +$4.31K 0.03% 262
2025
Q4 		$40.6K Buy
550
+82
+18% +$6.47K 0.03% 300
2025
Q3 		$37.7K Hold
468
– – 0.03% 307
2025
Q2 		$31.9K Sell
468
-4
-0.8% -$277 0.02% 325
2025
Q1 		$33.4K Hold
472
– – 0.03% 309
2024
Q4 		$31.9K Sell
472
-5
-1% -$335 0.03% 321
2024
Q3 		$31.1K Buy
477
+12
+3% +$712 0.02% 331
2024
Q2 		$24.8K Sell
465
-202
-30% -$11K 0.02% 350
2024
Q1 		$35.9K Sell
667
-2,410
-78% -$138K 0.03% 296
2023
Q4 		$190K Buy
+3,077
New +$185K 0.17% 77

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bruce G. Allen Investments's XEL Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Xcel Energy (XEL) stake by 4.1% in Q2 2026, buying an estimated $2K and bringing the position to 630 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #270.

Bruce G. Allen Investments first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $190K in Q4 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bruce G. Allen Investments held 630 shares of Xcel Energy worth $50.6K as of Q2 2026.
  • Bruce G. Allen Investments bought 25 Xcel Energy shares in Q2 2026, an estimated $2K.
  • Xcel Energy made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #270 holding.
  • Bruce G. Allen Investments first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Xcel Energy position peaked at $190K in Q4 2023.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.